Institutional Ownership Ishares Tr (MBB)
This table provides information about the institutional ownership of Ishares Tr (MBB). We have compiled data on the 1,044 institutions that hold shares in the stock, with a total of 377 Million shares, which have been reported (via 13F filing form) to have a value of $36.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
81,353
shares
|
$7.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
80,697
shares
|
$7.74 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Edge Wealth Management LLC
|
Oct 14, 2025 Q3 2025 |
80,590
shares
|
$7.73 Million
1.45% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
79,739
shares
|
$7.65 Million
0.38% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
79,567
shares
|
$7.63 Million
0.8% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
79,045
shares
|
$7.58 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76,901
shares
|
$7.37 Million
4.74% of portfolio
|
Q1 2023
Reduced 21.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
76,859
shares
|
$7.37 Million
0.09% of portfolio
|
Q3 2025
Added 256.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
75,934
shares
|
$7.28 Million
0.16% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
74,766
shares
|
$7.17 Million
2.05% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
73,952
shares
|
$7.09 Million
3.45% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
73,640
shares
|
$7.06 Million
2.74% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
72,930
shares
|
$6.99 Million
0.06% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
71,706
shares
|
$6.88 Million
1.72% of portfolio
|
Q3 2025
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
71,205
shares
|
$6.83 Million
0.86% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
70,831
shares
|
$6.79 Million
0.68% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
70,629
shares
|
$6.77 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
69,755
shares
|
$6.69 Million
1.66% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
68,835
shares
|
$6.6 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.74%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
68,500
shares
|
$6.57 Million
1.88% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
67,938
shares
|
$6.51 Million
0.07% of portfolio
|
Q2 2025
Added 29.55%
|
|
|
Lindenwold Advisors
|
Jul 24, 2025 Q2 2025 |
67,783
shares
|
$6.5 Million
3.39% of portfolio
|
Q2 2025
Added 11.95%
|
|
|
Municipal Employees' Retirement System Of Michigan
|
Aug 04, 2025 Q2 2025 |
67,551
shares
|
$6.48 Million
0.08% of portfolio
|
Q1 2025
Added 53.63%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Aug 07, 2025 Q2 2025 |
67,524
shares
|
$6.47 Million
3.14% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
Leuthold Group, LLC
|
Aug 13, 2025 Q2 2025 |
66,832
shares
|
$6.41 Million
0.77% of portfolio
|
Q2 2025
Added 10.09%
|